REC Silicon looks to be a perfect case study in how delayed business decisions could play out. Polysilicon solar prices go through the roof and management is mired in discussions instead of re-starting Moses Lake. The polysilicon price rise was not fully out of the blue, it emerged in the past quarters, but management seems to have fallen asleep.
The Q3 figures were below our quite cautious expectations.
21 Oct 2021
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How does it feel to have missed the boat?
REC Silicon looks to be a perfect case study in how delayed business decisions could play out. Polysilicon solar prices go through the roof and management is mired in discussions instead of re-starting Moses Lake. The polysilicon price rise was not fully out of the blue, it emerged in the past quarters, but management seems to have fallen asleep.
The Q3 figures were below our quite cautious expectations.